How to view Chart of Accounts information on Sage 300 General Ledger


  1. Open General Ledger > G/L Accounts > Chart of Accounts.
  2. If you want to view your chart of accounts beginning with a certain account number (for example, to start the list from revenue and expense accounts), enter or select the account number in the Starting Account field.
  3. To display balances as of a certain period end, specify the ending year and period in the Period Ending field.
  4. To display only rolled-up balances (rather than individual balances for members of rollup accounts), select Use Rolled Up Balances.
  5. Click the Go button.
  6. View account information as follows:
    • Scroll through the list to view summary information for each account.
    • To view details for a particular account, double-click the account, or select it and then click Open.
    • To view transaction history for a selected account, click Transactions.
    • To compare fiscal sets for a selected account, click Comparison.
    • To view budget information for a selected account, click Budget.
    • To view the history for a selected account, click History.
    • To view all the source currencies that have been posted to a selected account in the selected period, click Currency.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.